Sentences with phrase «expected return over the long term»

Since the fund rebalances its leverage on a daily basis, actual returns can significantly deviate from expected returns over the long term due to compounding effects, so XPP is meant as a short - term trading vehicle.

A value stock, and value stocks do have a higher expected return over the long term.

That mix should be enough to provide a 4 % expected return over the long term, with relatively low volatility.

Not exact matches

Over the long - term, Steep expects to see the company generate around 20 % return on invested capital.

It makes me somewhat more confident that overall inflation will return to our 2 percent inflation objective over the medium term as long as the economic growth that I expect actually materializes.

In related news, John Bogle, founder of Vanguard, told Bloomberg in a separate interview he agreed with Gross that investors should expect lower long - term returns than average returns produced over the last century.

The higher the price an investor pays for that expected stream of cash flows today, the lower the return that an investor should expect over the long - term.

Although supply has returned to the market over the short term — due to a combination of increased production from US shale producers and the easy availability of capital via debt and equity markets — I'm expecting supply growth to moderate over the long term as capital becomes more expensive and less available to marginal energy producers.

Has Modern Portfolio Theory failed to deliver over the past decade because users employ long - term averages for expected returns, volatilities and correlations that do not respond to changing market environments?

Edward Jones expects U.S. stock returns over the next 10 years to be below 6 %, which is less than our range for long - term expected returns.

Looking back through history, whenever value stocks have gotten this cheap, subsequent long - term returns have generally been strong.3 From current depressed valuation levels, value stocks have in the past, on average, doubled over the next five years.4 Not that we necessarily expect returns of this magnitude this time around, but based on the data and our six decades of experience investing through various market cycles, we believe the current risk / reward proposition is heavily skewed in favor of long - term value investors.

For longer - term investors, consider the prospective return you can expect to achieve over time if you are buying, and that you can expect to forego if you are selling.

Arsenal's fan favourite veteran recently stated that a return to action isn't expected until at least the start of November, with no assurances over his long - term fitness.

With no imminent return of long term absentees Carroll, Sakho or Ayew we still have no useful striker to call on and so our best bet for a goal will continue to be from a Payet free kick; so expect a lot of falling over outside the box.

Sometimes investors make the mistake of forgetting that expected returns for equities are only reasonable over the long term (i.e. 20 years or more).

However, every academic I'm familiar with expects that, over the long term, stocks will continue to have higher returns than bonds, that small - cap stocks will continue to have higher returns than large - cap stocks and that value stocks will continue to have higher returns than growth stocks.

In general, experts says, investors in low volatility funds can expect more muted losses in down markets but also more modest gains during up markets, leading to roughly comparable returns over the long term.

When valuations are reasonable, investors can expect satisfactory long - term returns simply on the basis of the stream of cash flows they receive over time.

Portfolios that are «tilted» toward value and small - cap stocks add more risk, and therefore should have higher expected returns than the broad - market indices over the long term.

You shouldn't expect more than about 4 % real (inflation - adjusted) return per year, on average, over the long term, unless you have reason to believe that you're doing a better job of predicting the market than the intellectual and investment might of Wall Street - which is possible, but hard.

That was a lucky accident: over the long term one should expect currency hedging to cause a drag on returns because of its significant cost.

To understand why rebalancing is not always a return booster, take a step back and remember that over the very long term stocks are expected to outperform bonds.

While there are no guarantees of course, over time we would expect the currency impact on the long term returns of our Funds, whether hedged or unhedged, to be de minimis, as it has proven to be in the past.

People like to say that the expected nominal return from stocks is 10 % over the long term.

Our latest round of long - term capital market assumptions was published following our December Cyclical Forum and reflects PIMCO's thinking on expected returns over the next 10 years.

Regarding ULIPS, since they have done with 8 years by now, most of the mortality charges have come down & presently they have given the 8 % of returns & expecting them to be at least at 9 % over long term,

Over the long term, adding emerging markets to a diversified portfolio should be expected to boost its expected return, though it may also increase volatility.

If you're using actively managed mutual funds, it's reasonable to expect market - beating returns — or at least superior risk - adjusted returns — over the medium to long term.

The three quality smart beta ETFs below have delivered respectable returns during the bull market over the last year and, as expected from stocks with strong fundamentals, steady longer term returns (3 - year).

But with the stock selection that you're using, make sure that you understand risk and expected a return and use the right asset classes to kind of boost your return over the long term.

This is not to say the DIY investor can not achieve superior returns compared to the market over the long term (although the average DIY investor is by definition only expected to achieve a market return, since the average investor is the market!).

We believe that market valuations strongly determine the likely return that investors can expect over the long - term, and the potential risk they may experience over the completion of any given market cycle.

Has Modern Portfolio Theory failed to deliver over the past decade because users employ long - term averages for expected returns, volatilities and correlations that do not respond to changing market environments?

Over the long - term, I expect a portfolio such as this to return about 4 % in real terms.

Today's negative real rates incent us to favor real capital, which provides positive long - term real expected returns, as a long - term store of value over cash and government bonds, which currently pay negative real rates.

In the end, the result will depend on the future market returns — but I wouldn't expect there to be a significant difference between either running a DRIP or not running one over the long term (as long as you occasionally invest the cash dividends manually).

Due to compounding returns and losses on an increasing or decreasing ETF price, over the longer - term you can expect some disconnect between gains / losses on a tradition ETF and the losses / gains on the corresponding inverse ETF.

All of the asset classes in the table above have positive long - term expected returns, but all of them will behave unpredictably over the short term.

With no opportunity to reinvest distributions, an investment at a 20 % premium will yield an average expected return of 8.3 % over the long term.

Over the long - term, you should expect most of our excess returns to come from smaller, lesser known companies.

I would expect a portfolio such as this to return 3.5 % in real terms over the long term.

But do an «opportunity cost» analysis, means if you surrender the units of both policies and invest in Equity oriented mutual funds for long term (depends on your financial goals), analyze if you can get decent returns over & above the expected returns from ULIP funds.

Over the long term, we can't make that argument with any confidence: we should expect their returns to be similar.

For me, the returns of the S&P over the long term are like going to Vegas, and finding that after you run the math of their craps (dice rolling game) you find the expected return is 10 %.

In addition, research reveals that a «tilt» toward small - cap and value stocks (which can be riskier than the broad market) can increase expected returns over the very long term.

Should this pace of growth continue, Welltower could be expected to deliver annual total returns of 8 - 10 % (5 % dividend yield plus 3 - 5 % annual earnings growth) over the long term.

Expect movement from short - term, quantitative, financial pay metrics to long - term, non-financial, qualitative, multi-year return metrics, and pay that adjusts for risk and performance over the longer term, with greater discretion to compensation committees and boards — and if necessary shareholders.

But do an «opportunity cost» analysis, means if you surrender the units of both policies and invest in Equity oriented mutual funds for long term (depends on your financial goals), analyze if you can get decent returns over & above the expected returns from ULIP funds.

«We expect this demand will continue to increase and we look forward to providing an attractive return for our investors over the long - term.»